Our mission at Planning Zoo is to support the growth of planning firms, inspire and coach new planners, and ultimately increase the number of experienced planners in our profession.
NURTURING FINANCIAL PLANNERS EVERYWHERE
Case by case data entry into your planning software. Currently supporting eMoney, MoneyGuide, and RightCapital.
Data entry from your old planning software to your new planning software. Currently supporting eMoney, MoneyGuide, and Right Capital.
Training for your new hire - initial software training, using your client cases as real world examples with weekly mentorship and support.
Emilie G., Firm Owner
If you have specific questions or need any additional information, please contact us
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